COVID-19 Forms Package

Successful Initial Client Interview & Appointment Closing Tips Training & Forms Package

Properly Merge, Acquire & Sell a Practice Package

VOLUME 1, BOOK 3: The 10 Steps You Need to Know to Find, Hire, Train, Manage & Keep Great Associates

VOLUME 1, BOOK 2: 10 Steps to Successfully Finding, Hiring, Training & Managing Excellent Support Staff

VOLUME 1, BOOK 1: Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!

Client Termination Letter Template

Follow-Up Letter to No Sale Prospects & Clients

Personal Consultation with Attorney Philip Kavesh

The Ultimate Practice-Building Library

Ultimate Estate Planning Client Meeting Forms Bundle Package

Living Trust Forms Bundle Package

IRA Trust Forms Bundle Package

Estate Planning Forms Bundle Package

Estate Administration Forms Bundle Package

Estate Planning Client Questionnaires

IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian

Step-By-Step Guide to The Client Referral Process

Living Trust: Full Color Flow Charts

Living Trust: Trust Identification Card

Living Trust: Drafting Notes Summary Page

IRA Beneficiary Trust: Disclosure Form

IRA Beneficiary Trust: Client Intake Form for Drafting Plan

IRA Beneficiary Trust: Owner’s Manual Inserts & Coverpages

IRA Beneficary Trust: Full Color Flow Charts

Sample Beneficiary Designation Forms & IRA Custodian Hold Harmless Language

IRA Beneficiary Trust: Renunciation of Trust Protector Power to Convert Conduit Trust Shares to Accumulation Trust Shares Form

Trust Protector Exercise of Power to Limit Potential Beneficiaries

Client Survey and Referral Generator Package

Living Trust: Owner’s Manual Inserts & Coverpages

Living Trust: Client Intake Form for Drafting Plan

Financial Advisor & Attorney Referral: Client Financial Assessment Questionnaire

Financial Advisor & Attorney Referral: Consumer Rights Disclosure

Financial Advisor & Attorney Referral: Client Permission Slip

Post-Mortem Checklist for Standalone IRA Beneficiary Trusts

Trustee Duties Upon Trust Funding Acknowledgement

Co-Trustee Potential Conflict of Interest Disclosure & Consent

Acknowledgement of Information Given for Trustee Notification

Estate & Trust Administration Disclosure Form

Acknowledgement of Information Given for Portability

Estate Administration Client Agreement to Presence of Others at Meeting

Estate Administration Acknowledgement of Information Given

Estate Administration Fee Agreement

Divorce Checklist for Estate Planning Clients

Checklist for Reviewing Another Attorney’s Trust

Estate Planning Acknowledgement of Information Given

Estate Planning Engagement Letter

Family & Friends Disclosure; Husband & Wife Potential Conflict of Interest Disclosure & Consent Form

Estate Planning Client Agreement to the Presence of Others at Meeting

Estate Planning Questionnaire (Client with Trust/Existing Client)

Estate Planning Questionnaire (New Client)